Rankings & market shares of Top Tier-1 ADAS Suppliers in 2015-18 & forecast 2020

ADAS penetration rates are expected to increase significantly due to regulation, safety rating systems, lower cost of sensors or implementation. Rising penetration will boost revenues for automotive suppliers and contribute significantly to their profitability. This report examines the rankings and market shares of ADAS hardware component suppliers (radar, cameras, Lidar, ultrasonic sensors) in 2015-18 by ADAS revenues and provides forecasts up to 2020.

ADAS Component Revenue from Top-11 Tier-1 Suppliers will almost double by 2020 as ADAS Content per Vehicle rises

ADAS content per vehicle, i.e. the fitment of radars, cameras, ultrasonics and other components necessary for driver assistance and higher levels of autonomy, will rise significantly in major car markets driven by changes in safety regulation and rating, competition to offer higher levels of autonomy and lower cost of sensors.

Auto2x expects that in 2020, 42 models capable of Level 3 autonomy (TJP, HP) and 94 models with Level 2 (TJA, CA) –mostly as optional equipment – will be offered in Europe, despite the regulatory hurdles of the latter.

What is more, ADAS Content per Vehicle in 2020 will range from €489 for Level 2, with 17 sensors per car, to €960-2,100 for Level 3 depending on the usage of lidar or not as sensor set redundancy.

Suppliers are well-positioned to monetise the strong demand for ADAS components

We assess that the manufacturers of these components and systems for ADAS and Automated Driving, are well-positioned to monetise the strong demand from carmakers and new entrants.
Already, Top ADAS Tier-1s such as Bosch, Continental, Aptiv and Autoliv, have recorded billions of ADAS Order Intake in the Annual Reports while they continue to invest to increase production capacity and shorten time-to-market.

The leading 7 ADAS Suppliers will experience average ADAS revenue growth of CAGR 21.5% between 2017 and 2020 which will lead to changes in the global Ranking-by-ADAS Revenue. What’s more, the overall ADAS-to-Automotive Revenue ratio for the major suppliers will increase.

Our new report examines the portfolio, strategy and roadmap of leading ADAS Suppliers to deliver:

1. Rankings and Market shares by ADAS Component Revenue in 2015-17 & 2020 (€);

2. Ranking by ADAS-to-Automotive Revenue;

3. 2017 market shares in 77GH / 24GHz radar, camera, Lidar, and ultrasonic in Europe, USA and China, by sales of components to OEMs;

4. Competitive assessment and outlook for 2020;

5. Market shares of ADAS Suppliers in sales of L3 radar and Lidar in Europe in 2020.

ADAS penetration rates in new cars will increase significantly over the next 5 years driven primarily by changes in safety rating scoring and lower cost of sensors or implementation. Leading automotive suppliers expect that this will boost their revenues from ADAS and contribute significantly to their profitability as software plays an increasingly important role in the automotive industry.

Our research examines the rankings and market shares of ADAS hardware component suppliers (radar, cameras, Lidar, ultrasonic sensors) in 2014-15 by ADAS revenues and provides forecasts for 2016-2020.

2019 marks the transition to Highly-automated vehicles 

Today, ADAS penetration is rising and Level 2 driving & parking features are available on the road from leading premium brands as well as Volume ones in Europe, U.S, China and Japan. L2 driving features enable convenience but require that the driver is ”always in the loop”, i.e. is constantly monitoring the road.

2019 will see Audi becoming the first to activate Level 3 driving features, which allow the driver to be distracted but awake to back-up the system. Also, by 2020, advanced car markets, such as Europe, North America and Japan, will have transitioned to L3 and the first C-segment car with L3 will be unveiled.

Since many carmakers don’t design and manufacture ADAS features in-house, or more importantly, the cameras and radars for these features, they rely on suppliers who are the leading manufacturers and distributors of components and features.


Changes in safety rating scoring, as well as new safety requirements, push car OEMs to fit ADAS as standard equipment

In Europe, EuroNCAP extentsto protect for Cyclists in the 2018 rating, while changes in scoring push OEMs to offer either TSR or LKA as standards- on top of LDW and City and Pedestrian AEB.

Leading suppliers already offer a strong sensor ADAS portfolio to meet the requirements of the stricter EuroNCAP’s 2020 Roadmap.

In the U.S, rear-visibility requirements coming into force in May 2018 require the installation of rear-view cameras in all vehicles to reduce back-over fatalities. What is more, rear pedestrian autobrake requirements by the NHTSA for the 2018 US NCAP push OEMs to develop new ADAS strategies.

ADAS are becoming cheaper and L1 features not exclusive to the premium car segment any more

Technological developments in ADAS, such as sensor fusion, economies of scale and system integration enable price reduction in ADAS.This has enabled safety and convenience ADAS features to expand to the mid and low-end car segments, particularly in safety-oriented Europe.

For example, Mercedes offers its whole Driver assistance package in the UK, which includes L1-L2 driving and parking features, for less than £2,000.

Carmakers and suppliers face the challenge of reducing production cost while increasing performance and complexity

However, ADAS suppliers face a series of important challenges which threaten their profitability from ADAS. Despite the increasing software complexity and requirements for greater computing power, ADAS suppliers need to achieve a healthy ‘’performance to cost ratio’’ in order for these technologies to reach mass-market adoption. New ADAS architectures and further collaborations with Tier 1s are expected in order to overcome these massive challenges.

Read this report to get an understanding of their rankings and market shares in 2015-17 and how they will develop over the next 3 years.


The list of companies examined for our ranking by ADAS revenues in 2015-17 includes:

  • AdasWorks
  • Aisin Seiki
  • Ambarella
  • Autoliv
  • Bosch
  • Continental
  • Delphi
  • Denso
  • Freescale Semiconductors
  • Gentex
  • Green Hills Software
  • Harman
  • Hella
  • Hitachi Automotive Systems
  • Hyundai Mobis
  • Infineon Technologies
  • Magna
  • Mobileye
  • OmniVision
  • Panasonic
  • QNX
  • Renesas Electronics
  • Takata
  • Texas Instruments
  • Toshiba
  • Valeo
  • Vector
  • Velodyne LiDar
  • Wabco
  • ZF Group (ZF TRW)

ADAS components

Table of Contents

1. Executive Summary 

  1. ADAS Suppliers’ ranking by ADAS revenues: 2016 vs 2017 vs 2020
  2. ADAS Suppliers’ ranking in Europe in 2017: Leaders by key sensors
  3. ADAS Suppliers’ ranking in radar and Lidar: Europe 2017 vs 2020
  4. Snapshot of the ADAS market revenues in 2020

2. Safety regulation, competition & consumer demand create opportunities for ADAS Suppliers

  1. ADAS penetration is rising in key car markets enhancing safety & convenience
  2. Changes in safety requirements push ADAS into standard equipment
  3. ADAS are not exclusive to the premium car segment any more
  4. As the auto industry shifts from HW to SW, suppliers tailor their strategy to lead the ADAS market
  5. Learn why suppliers are well-positioned to monetise ADAS growth
  6. Challenges for ADAS suppliers

3. Rankings & market shares of ADAS component Suppliers in 2015-17

  1. Ranking of suppliers by Automotive Revenue during 2015-17
  2. Ranking of suppliers by total ADAS revenue between 2015 & 2017
    1. Learn which Suppliers have recorded the stronger ADAS revenue growth during 2015-17
    2. Suppliers’ Shares in combined Top-11 ADAS Revenue in 2016-17
  3. ADAS-to-Automotive Revenue in 2015-17 for leading Suppliers
  4. Ranking of Leading Tier-1s by ADAS Sensor in Europe in 2017
    1. ADAS sensor technology overview in 2017 by leading supplier
    2. Forward-looking radar at 77GHz for ACC & TJA features
    3. Corner radar at 24GHz for Blind Spot Monitoring
    4. Front-facing camera for AEB, LDW and LKA features
    5. Infrared camera for Night Vision systems
    6. Driver monitoring camera
    7. Lidar for Collision Avoidance redundancy
    8. Ultrasonics
  5. Ranking of Leading Tier-1s by radar and camera in China in 2017
    1. Forward-looking Radar shares in China in 2017
    2. Front-facing Camera shares by leading Tier-1s in China 2017
  6. Overview of the ADAS component supplier ecosystem: Tier-1s, 2s and their portfolio

4. Leading suppliers of ADAS hardware components: analysis, portfolio & key figures    

  1. Autoliv
    1. Autoliv’s key ADAS figures: revenues and sales of ADAS sensors
    2. Autoliv’s ADAS portfolio: components and features
    3. Autoliv’s competitive position in Europe
    4. Autoliv’s strategy and outlook in ADAS by 2020
  2. Bosch
    1. Bosch’s key figures on revenues, sales and production of ADAS sensors
    2. Bosch’s competitive position in ADAS: components and customers
    3. Bosch’s outlook in ADAS for 2017-2020
  3. Continental
    1. Continental’s key ADAS figures: revenues, sensor sales and production
    2. Continental’s ADAS portfolio: components and features
    3. Continental’s competitive position in ADAS
    4. Continental’s outlook in ADAS by 2020
  4. Aptiv (ex-Delphi Automotive)
    1. Aptiv’s ADAS revenues
    2. Aptiv’s competitive position in ADAS
    3. Aptiv’s outlook in ADAS by 2020
  5. Denso
    1. Denso’s key ADAS figures
    2. Denso’s competitive position in ADAS
    3. Denso’s outlook in ADAS by 2020
  6. Hella
    1. Hella’s key ADAS figures and sensors
    2. Hella’s competitive position and outlook in ADAS for 2016-2020
  7. Valeo
    1. Valeo’s key figures on revenues and sales of ADAS sensors
    2. Valeo’s competitive position and outlook in the ADAS market

5. ADAS Suppliers’ Ranking in 2020

  1. Forecast of ADAS suppliers’ revenues in 2020
  2. ADAS-to-Automotive Revenue Forecast for major Suppliers in 2020
  3. Outlook for ADAS radar, camera, Lidar, and ultrasonic components

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